Case Studies

Systems that produced numbers, not screenshots.

We report what owners care about: answered calls, booked jobs, close rate, average ticket, recurring revenue and gross profit.

HVAC — North Carolina

Carolina Air Experts

Owner-operated HVAC company with strong technicians, leaking revenue at intake and follow-up. Calls went to voicemail after hours and unsold estimates were never chased.

What we installed

  • AI receptionist answering 100% of calls
  • Instant text-back plus 14-day estimate follow-up
  • Membership offer rebuilt and pushed at every visit
  • Weekly scorecard on booked jobs and ticket

100%

of inbound calls answered

+31%

lift in booked jobs

+18%

average ticket increase

Plumbing — Southeast

Regional Plumbing Group

Spending heavily on ads with no attribution. Nobody could say which channel produced revenue, and after-hours emergency demand was going to competitors.

What we installed

  • Full call and lead attribution to revenue
  • 24/7 AI intake with dispatch handoff
  • Reactivation campaign to dormant customers

2.4x

return on tracked ad spend

-62%

lead response time

+$214k

reactivated revenue in 6 months

Home services — Carolinas

Exteriors & Home Services Operator

A high-ticket home services operator with a weak close process. Leads were plentiful; sold jobs were not. Included here as general home-services proof — the sales and follow-up systems are the same ones we install in HVAC, plumbing and electrical.

What we installed

  • Pricing presentation rebuilt with good/better/best
  • Sales coaching cadence with recorded reviews
  • Automated proposal follow-up sequence

+27%

close rate

+41%

review volume

9 pts

gross margin improvement

Straight talk

Results depend on the operator as much as the engine.

We publish the levers we pulled so you can judge whether the same levers exist in your business. If they don't, we'll tell you on the call. These are past results for specific companies and are not a prediction of what your business will achieve.

We're transparent about what we haven't documented yet: our named, metric-backed results are in HVAC and plumbing. Electrical is a core trade for us and the same intake, estimate follow-up and reporting systems apply, but we won't claim an electrical-specific outcome until we can publish one.

Free Revenue Strategy Session

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30 minutes with an operator who runs a real home service company. No pitch deck, no retainer talk — a teardown of where your money is going.

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On the call we'll show you

  • Where your revenue leaks are
  • What those leaks are costing you
  • How to increase booked jobs
  • How to increase average ticket
  • How to improve gross profit